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HDFC Flexi Cap Fund vs SBI Flexicap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Flexi Cap Fund - Growth Plan SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund HDFC Flexi Cap Fund - Growth Plan SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹75784 Cr ₹21747 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jan 1995 29 Sep 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over 42.17% 55%
Expense Ratio 1.42 1.67
Manager Dhruv Muchhal Pradeep Kesavan
ISIN Code INF179K01608 INF200K01222
Exits Load HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month 2.89% 3.84%
6 Month 6.08% 0.78%
1 Year 8.85% 1.42%
3 Year 27.28% 16.65%
5 Year 29.44% 19.9%

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month 8.98% 7.83%
1 Year 15.83% 7.81%
3 Year 24.5% 14.4%
5 Year 25.2% 14.63%

Rolling Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year 18.37% 12.66%
3 Year 19% 12.75%
5 Year 18.79% 12.97%

Risk Management

Scheme Name HDFC Flexi Cap Fund - Growth Plan SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation 12.40% 10.98%
Sharp 1.35% 0.64%
Beta 0.83% 0.83%
Alpha 7.32% -2.38%

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Fund Managers

Scheme Name HDFC Flexi Cap Fund - Growth Plan SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name Dhruv Muchhal Pradeep Kesavan
Total AUM ₹520687 Cr ₹434274 Cr
Funds Managed 40 43
HDFC Flexi Cap Fund - Growth Plan SBI Flexicap Fund - REGULAR PLAN -Growth Option

Market Cap

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 13.33 8.56
Large Cap 73.37 69.82
Mid Cap 3.4 11.28
Small Cap 9.89 10.34

Sector Allocation

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 10.55 8.56
Communication Services 3.18 -
Energy 0.98 -
Technology 4.79 -
Consumer Cyclical 15.98 -
Industrials 5.14 -
Basic Materials 5.04 -
Financial Services 39.72 -
Real Estate 2.89 -
Healthcare 8.79 -
Consumer Defensive 1.1 -
Utilities 1.84 -
Petroleum Products - 6.13
IT - Software - 2.08
Construction - 4.88
Ferrous Metals - 3.94
Capital Markets - 0.74
Banks - 26.74
Pharmaceuticals & Biotechnology - 1.04
Cement & Cement Products - 4.55
Consumer Durables - 2.48
Automobiles - 7.66
Aerospace & Defense - 1.58
Auto Components - 0.77
Fertilizers & Agrochemicals - 0.57
Chemicals & Petrochemicals - 0.28
Industrial Products - 2.34
Finance - 8.53
Telecom - Services - 4.99
Gas - 0.18
Electrical Equipment - 0.15
Insurance - 2.09
Food Products - 0.43
Personal Products - 0.31
Retailing - 0.12
Transport Services - 2.64
Industrial Manufacturing - 0.17
Beverages - 1.17
Power - 1.8
Textiles & Apparels - 1.02
Leisure Services - 1.13
Healthcare Services - 0.93

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